Leydig, Voit & Mayer, Ltd. 401(k) And Profit Sharing Plan
Sponsored by Leydig, Voit & Mayer, Ltd. · EIN 362708672 · Plan #002
- Total assets
- $149M
- Net assets
- $149M
- Active participants
- 151
- With balances
- 254
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| David Vaughan Investments, Llc CRD 105990 | deterministic · 100% | 2024 |
| Sage Financial Management Group, Inc. CRD 143562 | fuzzy_auto · 99% | 2024 |
| Moneta Group Investment Advisors, Llc CRD 104727 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| At Investment Advisers Inc | Investment advisory (participants), Direct payment from the plan | $67,436 |
| David Vaughan Investments Llc | Investment advisory (participants), Direct payment from the plan | $42,917 |
| Sage Financial Management Grou | Investment advisory (participants), Direct payment from the plan | $23,907 |
| Moneta Group Investment Adv | Investment advisory (participants), Direct payment from the plan | $16,623 |
| Cherry Bekaert & Holland Llp | Accounting, Investment management, Direct payment from the plan | $16,485 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $12,088 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $7,643 |
| Charles Schwab Trust Bank | Trustee (directed), Investment management fees (indirect), Shareholder servicing fees | $0 |